Venture: Portfolio Update
Issue 36; The average Venture stock has returned 17% since inception in September 2023. The best stock is up 103%
Latest
Venture: European Speciality Pharma
Issue 35; Personalised Drugs The speciality pharmaceutical industry focuses on high-cost, complex care therapies for patients with challenging disease states.
Venture: Another Undervalued Gold Miner
Issue 34; Managing Risk with Diversification This update follows yesterday’s Atlas Pulse, where I examined the latest all-time high
Direct Line (DLG) – Changing Strategy
DLG just had a capital markets day where they set out their new strategy “to do fewer things better”: * Sustainable
Venture: International Food Travel
Issue 33; The Growth in Air Travel Memories are short, and it is hard to imagine being locked down by
Venture: UK Pharmaceuticals
Issue 32; Clean Up with UK Small Caps The leading global value managers are currently highly focused on UK small-caps